A detailed history of Opes Wealth Management LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Opes Wealth Management LLC holds 4,956 shares of CAT stock, worth $1.84 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
4,956
Previous 4,981 0.5%
Holding current value
$1.84 Million
Previous $1.95 Million 7.75%
% of portfolio
0.37%
Previous 0.38%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025

SELL
$360.37 - $416.88 $9,009 - $10,422
-25 Reduced 0.5%
4,956 $1.8 Million
Q3 2024

Oct 29, 2024

BUY
$316.8 - $391.12 $950 - $1,173
3 Added 0.06%
4,981 $1.95 Million
Q2 2024

Aug 05, 2024

BUY
$321.47 - $379.3 $642 - $758
2 Added 0.04%
4,978 $1.66 Million
Q1 2024

May 02, 2024

BUY
$278.63 - $366.43 $90,554 - $119,089
325 Added 6.99%
4,976 $1.82 Million
Q4 2023

Jan 31, 2024

BUY
$226.05 - $298.12 $2,260 - $2,981
10 Added 0.22%
4,651 $1.38 Million
Q3 2023

Nov 02, 2023

BUY
$240.58 - $288.65 $3,608 - $4,329
15 Added 0.32%
4,641 $1.27 Million
Q2 2023

Aug 02, 2023

BUY
$205.75 - $247.67 $445,654 - $536,453
2,166 Added 88.05%
4,626 $1.14 Million
Q4 2022

Jan 30, 2023

SELL
$171.23 - $243.14 $35,273 - $50,086
-206 Reduced 7.73%
2,460 $589,000
Q1 2020

Apr 16, 2020

BUY
$91.85 - $150.53 $244,872 - $401,312
2,666 New
2,666 $309,000

Others Institutions Holding CAT

About CATERPILLAR INC


  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $196B
  • Description
  • Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, and industrial gas turbines worldwide. Its Construction Industries segment offers asphalt pavers, backhoe loaders, compactors, cold planers, compact track and multi-terrain loaders, excavators, motorgraders, pipelayers, road reclaimers, sit...
More about CAT
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